End-to-End Digital Pricing for Banks

See What Digital Pricing Could Mean for Your Bank

DealPoint helps your Relationship Managers (RMs) optimize every deal with a focus on customer profitability and risk-adjusted return. And you’ll have a complete real-time view of your portfolio.

DealPoint seamlessly integrates with your CRM and other in-house systems, as well as third-party data, models and systems. And all without loss of client data privacy. Your RMs have pricing and customer data pre-loaded for them – so they get a consistent full view of each customer relationship.

Make RMs more competitive with a Complete Toolset – run “what if” scenarios, understand the sensitivity of key parameters, see benchmarks, get recommendations for different deal structures, solve for the right combination of terms to meet hurdle rates, analyze the multi-year effect on profitability of the deal – and more

Put all the data each RM needs for pricing in one place – including customer, pricing, and product data. The DealPoint recommendation engine integrates in real-time with your other bank systems

Submit more quality deals in less time with fewer errors

RMs spend more time building valued relationships and selling based on the profitability of the relationship